On this occasion - a strong last few weeks for my portfolio.
Target 1: €350,000 in 2026
Target 2: €400,000 in 2026
Below is an overview of the savings plans.
(Let's see how long I can maintain them in this form. A few costly events are on the horizon 😌)
$HMWO (+0,31%) 1.000€
$IUIT (+2,57%) 1.000€
$TDIV (-0,54%) 1.000€
$SHL (-0,4%) 250€
$MUV2 (-0,96%) 250€
Now my current thoughts - feel free to give your opinions. Maybe they'll help me to sort things out 😉.
1) My portfolio is tech-heavy. As a result, I'm wondering whether now would be the right time to take a few chips off the table.
This means, for example, selling the $XAIX (+4,27%) and put them in the $TDIV (-0,54%) for example.
2) $LVMH and $PG (-0,46%) )
I don't know... I don't see much chance of an improvement in the near future. I'm quite heavily in the red. Would rather put the money in an ETF to reduce the individual share positions. The only question is whether I "speculate" on a bounce and then sell or hold for the long term. Difficult.
3) Savings plan $MUV2 (-0,96%)
The share cools down a little. Is it possible to cancel the savings plan here in order to do something good for the call money again?
4) $SHL (-0,4%)
The share is doing... Badly.
Savings plan is running because of an employee program.
It should be checked whether the program pays off at all given the performance.
Thanks for reading 😉
Please feel free to give feedback.
Also on other points that you think need attention.
Have a great weekend!
